Partners in Financial Planning

Est. AUM

$602.9M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$77.1M	1046572	12.78%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$60.3M	307188	10.00%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$59.6M	136346	9.88%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$59.4M	1236589	9.85%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$50.6M	789474	8.39%	SOLE
6	VANGUARD BD INDEX FDS	SHORT TRM BOND	$37.4M	477374	6.21%	SOLE
7	VANGUARD INDEX FDS	SM CP VAL ETF	$22.1M	101889	3.67%	SOLE
8	VANGUARD INDEX FDS	SML CP GRW ETF	$20.2M	66835	3.35%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$16.5M	305861	2.74%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$15.4M	105728	2.56%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$14.0M	157522	2.32%	SOLE
12	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$13.2M	289975	2.20%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$11.8M	236605	1.96%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$11.3M	35101	1.87%	SOLE
15	ISHARES TR	SHRT NAT MUN ETF	$10.9M	102201	1.81%	SOLE
16	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.1M	97374	1.34%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$6.8M	64347	1.13%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.5M	10919	1.08%	SOLE
19	SPDR SER TR	PRTFLO S&P500 GW	$4.2M	42827	0.70%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$4.0M	14080	0.67%	SOLE
21	SPDR SER TR	PRTFLO S&P500 VL	$4.0M	70158	0.66%	SOLE
22	ISHARES TR	EAFE SML CP ETF	$3.9M	49851	0.65%	SOLE
23	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.3M	71261	0.55%	SOLE
24	VANGUARD INDEX FDS	EXTEND MKT ETF	$3.3M	15971	0.55%	SOLE
25	ISHARES TR	CORE INTL AGGR	$3.1M	62001	0.51%	SOLE
26	SPDR SER TR	S&P 600 SMCP VAL	$3.0M	31721	0.50%	SOLE
27	VANGUARD WELLINGTON FD	US MULTIFACTOR	$3.0M	19332	0.50%	SOLE
28	SPDR SER TR	PORTFOLIO AGRGTE	$2.7M	105235	0.45%	SOLE
29	NORFOLK SOUTHN CORP	COM	$2.7M	9376	0.45%	SOLE
30	VANGUARD INDEX FDS	LARGE CAP ETF	$2.6M	8706	0.43%	SOLE
31	EXXON MOBIL CORP	COM	$2.1M	12623	0.36%	SOLE
32	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.0M	26774	0.33%	SOLE
33	SPDR SER TR	S&P 600 SMCP GRW	$1.8M	18690	0.30%	SOLE
34	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6715	0.29%	SOLE
35	CHEVRON CORP	COM	$1.6M	7633	0.26%	SOLE
36	APPLE INC	COM	$1.6M	6146	0.26%	SOLE
37	SPDR SER TR	PORTFOLIO SH TSR	$1.5M	49979	0.24%	SOLE
38	VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	18531	0.24%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3312	0.23%	SOLE
40	VANGUARD BD INDEX FDS	INTERMED TERM	$1.4M	18120	0.23%	SOLE
41	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.3M	29732	0.22%	SOLE
42	ISHARES TR	U S EQUITY FACTR	$1.2M	18917	0.21%	SOLE
43	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.2M	19138	0.20%	SOLE
44	STEEL DYNAMICS INC	COM	$1.2M	6632	0.20%	SOLE
45	AMAZON COM INC	COM	$1.2M	5707	0.20%	SOLE
46	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.2M	5033	0.19%	SOLE
47	TESLA INC	COM	$1.1M	3066	0.19%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$1.1M	11183	0.18%	SOLE
49	TEXAS PACIFIC LAND CORPORATION	COM	$1.0M	2142	0.17%	SOLE
50	MICROSOFT CORP	COM	$971K	2623	0.16%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.